Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,142 | $174,379-83.9% | $152,093-81.5% | $138,895-79.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.37% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $2,758 | $4,652-40.7% | $4,175-33.9% | $4,194-34.2% |
| Participant deferral / active EE | $5,419 | $6,159-12.0% | $5,451-0.6% | $6,396-15.3% |
| Admin fee / account holder | $55 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |